SHEPHERD WEALTH MANAGEMENT

Wealth is personal and complex. We work to create sophisticated, tailored wealth solutions for high-net-worth individuals and families... The rules of taxation can be complicated. We help to optimize your tax position by using tax-sheltered investment accounts, tax-preferred investments, and other tax strategies such as tax-loss harvesting... Good communication is the foundation of successful relationships. Your life is constantly changing and its important for your investment team to understand your needs. As such, we strive to keep a regular dialogue going, even if it simply means checking in.

Primary location: Peterborough